Peninsula Wealth’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Peninsula Wealth’s Portfolio VTI Stock Details VTI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$1.31M	Buy	4,534 +19	+0.4%	+$5.54K	0.22%	42
2024 Q3	$1.3M	Sell	4,515 -118	-3%	-$32.2K	0.23%	43
2024 Q2	$1.28M	Buy	4,633 +1,446	+45%	+$374K	0.24%	42
2024 Q1	$828K	Buy	3,187 +1,044	+49%	+$258K	0.17%	51
2023 Q4	$508K	Buy	+2,143	New	+$474K	0.1%	57
2023 Q3	–	Sell	-945	Closed	-$208K	–	85
2023 Q2	$208K	Buy	+945	New	+$197K	0.05%	74
2022 Q2	–	Sell	-1,039	Closed	-$237K	–	72
2022 Q1	$237K	Buy	1,039 +1	+0.1%	+$225	0.07%	62
2021 Q4	$251K	Buy	+1,038	New	+$245K	0.07%	61

Other funds holding VTI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Peninsula Wealth's VTI Position: Q4 2024 in Review

Peninsula Wealth increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.42% in Q4 2024, buying an estimated $5.54K and bringing the position to 4,534 shares worth $1.31M. The position accounts for 0.22% of the portfolio, ranked #42.

Peninsula Wealth first reported a position in VTI in Q4 2021 and has held it in 8 quarters since. 3,175 funds tracked by Wall St. Rank hold VTI as of Q4 2024.

Peninsula Wealth held 4,534 shares of Vanguard Morningstar Total Stock Market ETF worth $1.31M as of Q4 2024.
Peninsula Wealth bought 19 Vanguard Morningstar Total Stock Market ETF shares in Q4 2024, an estimated $5.54K.
Vanguard Morningstar Total Stock Market ETF made up 0.22% of Peninsula Wealth's portfolio in Q4 2024, its #42 holding.
Peninsula Wealth first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2021 and has held it in 8 quarters since.
3,175 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q4 2024.

Based on Peninsula Wealth's 13F filing for Q4 2024, filed 13 Feb 2025.